There is a lot to learn from past financial recessions. There have been as many as 48 financial recessions in the US going back to the Articles of Confederation. Though some of these are disputed by economists and historians. The good news is going back to 1926 we have some
Inflation Reduction Act of 2022 President Biden’s Build Back Better Plan proposed in 2021, which highlighted plans to increase tax revenue by revoking saving strategies from the wealthier taxpayers and forcing withdrawals from retirement accounts in excess of certain limits, didn’t make it to the Senate floor. The Democratic party
DOWNLOAD THE PDF The year 2022 was an interesting year in financial markets, as the US led the rest of the world in a transition from a zero-interest rate policy / (negative rates overseas) to a world where inflation resurfaced, spread across the globe as result of unprecedented government stimulus,
DOWNLOAD THE PDF The year 2022 will be remembered as one of the most difficult years to invest for many reasons. Both stock and bonds markets were down over 10%. Both the US and Emerging Markets were down about 20% while Global Real Estate was down nearly 25%! Even the
The new year is here, and now is the time to create financial goals to help you get on track and set yourself up for a more financially stable future. Sometimes, getting your finances organized can be a daunting task, but by setting a few yearly goals, it can be
This is a new resource that we enjoyed. This presentation does a good job showing information that has happened in the last quarter an beyond. We especially like pages 7-14.
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 2 of 2022 ALL markets were down. The US Market was down 16.70% while the International Developed Market was down 14.66% and the Emerging Market
DOWNLOAD THE PDF Happy Easter! I hope you had a good holiday with your family. We did. Alli, my oldest, is in Wyoming playing soccer, recently hurt her Achilles tendon and was able to fly home for the weekend, so we had a nice family get-together with everyone home. Tyler,
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2022 ALL markets were down. The US Market was down 5.28% while the International Developed Market was down 4.81% and the Emerging Market
DOWNLOAD THE PDF “Far more money has been lost by investors preparing for corrections than has been lost in corrections themselves.” –Peter Lynch Legendary manager of the Fidelity Magellan Fund Happy New Year! I hope your holidays were filled with love and laughter. As we close out 2021, I am
Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.